CPAsset Management provides investment supervisory services, creating and managing portfolios based on clients' individual needs and goals. CPAsset typically manages accounts on a discretionary basis, but can also manage them non-discretionary. CPAsset tailors its services to each client and may accept reasonable limitations or restrictions on investments. CPAsset does not participate in wrap fee programs.
Assets Under Management$30M
Clients11
Advisors1
Avg. per Client$2.7M
Avg. per Advisor$30M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees for portfolios of more than $1,000,000 and those having a permanent fixed income component are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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